See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,067 | $111,754+11.9% | $103,333+21.0% | $145,922-14.3% |
| Participation rate | 38.9% | 77.9%-39.0pp | 74.5%-35.6pp | 80.3%-41.4pp |
| Annual return | -3.41% | 24.77%-28.2pp | 24.88%-28.3pp | 561.29%-564.7pp |
| Employer contribution / active EE | $2,007 | $4,212-52.4% | $3,868-48.1% | $4,660-56.9% |
| Participant deferral / active EE | $2,740 | $5,619-51.2% | $5,057-45.8% | $6,688-59.0% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,355-100.0% | $13,397-100.0% |